Market Update

As a result of these unstable economic times we have put together various updates for our clients. These updates are a compilation of information and opinions from the various resources available to our firm. Whether it be input from money managers, the opinions of other financial planning professionals or statistical/historical data sheets showing past trends, we have found that information during these turbulent times is a valuable commodity. The following updates are copies of what was sent to out client base. Simply click on any of the updates below to be linked to an Adobe Acrobat document that may be printed out for your use. For more information please feel free to contact us. 

2012 UPDATES

• January 17, 2012 Update - “Once again, we find ourselves saying, “Where did last year go??” We admit it - our parents were right when they said that each year time goes by faster. Not only did 2011 seem to fly by, it presented lots of  ..." (read more)
  
  

2011 UPDATES

• October 12, 2011  Update - “What do Europe, gold and doing the Twist have in common? In some circles they might remind you of travel, things that glitter and a time to dance. Well, that was then and this is now – and when you’re talking about the financial markets today, these things take on a whole new meaning. Bet we don’t need ask you what “double-dip” reminds you of  ..." (read more)
  
  
• May 31, 2011  Update - “Our newsletter this quarter is not about investing and the markets. This time we’re touching on a much more personal topic, the financial abuse of elders. Unfortunately, this is a growing trend, one that we have witnessed ..." (read more)
  
  
• March 22, 2011  Update - “One of the most challenging issues we face when writing a newsletter that has to go through the sometimes slow regulatory channels before being distributed to our clients is that things change – and today, rapidly. Ten days ago as we were putting our thoughts together..." (read more)
  
  
• January 21, 2011  Update - “Most all of you have likely heard the saying “The more things change, the more they remain the same.” It’s actually attributable to Jean-Baptiste Alphonse Karr (1908 – 1990) but has been quoted by several other luminaries, from..." (read more)
  
  

2010 UPDATES

• November 13, 2010  Update - “Was it a trick or treat? Halloween has come and gone and the mid-term election is finally over! All those annoying candidate signs have come down and the calls have stopped. The Republicans took over control ..." (read more)
  
  
• October 15, 2010  Update - “After a summer that might be called the “Mac Daddy” of roller coasters for equities, the bulls came back to Wall Street..." (read more)
  
  
• August 25, 2010  Update - “Although the rate of economic growth has slowed, the economy is growing at a slow, plodding pace. We expect this will continue for the foreseeable future. Investor sentiment is..." (read more)
  
  
• July 15, 2010  Update - It seems like the market has been much like the weather recently….too hot some places and definitely cold and dreary other places! The quarter in brief..." (read more)
  
  
• July 1, 2010  Update - You’ll find our Market Update a bit different this time. Certainly facts and figures are important – but they often don’t tell the whole story, the story of the people behind the facts and figures and how we cope in these times of crisis..." (read more)
  
  
• May 26, 2010  Update - Up, down….up, down….We don’t know about you but a lot of us are feeling a bit seasick while watching the recent stock market gyrations. So let’s cut to the chase and talk about what’s going on right now. There are a number of forces at play, not the least of which might be..." (read more)
  
  
• April 6, 2010  Update - “Slow and Steady wins the Race” may be an apt description of the markets for the first quarter of 2010! It was a quarter of moderation and lower volatility which perhaps inspires hope that..." (read more)
  
  
• February 25, 2010  Update - The global marketplace is moving rapidly. Growth and change are everywhere as the world’s economic needs evolve and opportunities for the right companies emerge. It’s been said..." (read more)
  
  
• January 6, 2010  Update - As we flip the calendar from 2009 to 2010, many of you may be saying good riddance as we put this tumultuous year behind us. As we sift through the statistics of year that was..." (read more)
  

  2009 UPDATES

• November 17, 2009 Update - Our usual Client Update takes a very different tact this time. Rather than an update on the various markets, we are providing an update on the perilous condition of many retirement plans. This is a topic that is of great concern to us..." (read more)
  
  
• October 14, 2009 Update - Last quarter we suggested that it might just be time to dip a toe back into the equities water and to go ahead and open your 2nd quarter statements. It certainly felt good to see the markets improving, didn’t it? Here’s a little more good news! We had another quarter of stellar returns..." (read more)
  
  
• August 14, 2009 Update - Things have certainly been looking a bit brighter these days. The headlines tell of increasing consumer spending, decreasing jobless rates and rising home sales. And the stock market has taken notice!..." (read more)
  
  
• July 15, 2009 Update - It may just be safe to dip your toe back in the water and actually open your second quarter statements. You’ll likely be pleasantly surprised! We saw the best quarter for..." (read more)
  
  
• June 5, 2009 Update - It's hard to believe we're already in the month of June! Thankfully, May did bring us some positive Spring news with the S&P 500 Index being positive 5.31% for the month. This increase was fueled by a rally in consumer confidence - the final May Reuters/University of Michigan..." (read more)
  
  
• May 15, 2009 Update - Has the storm passed or are we just in a lull?  The markets have given us some brighter news of late but we think we’re still facing some pretty strong head winds.  Let’s look at a summary of some...." (read more)
  
  
• March 30, 2009 Update - So does the volatile stock market leave you scratching you head? Over the past couple of weeks we had seven trading days that drove the market (S&P500) up over 14% and then again on Monday, March 23rd, it was up over 7%. Remember that statistic we last passed along that indicated there is over $8 trillion sitting in Money Markets and CD’s just waiting for a glimmer of hope to start moving back into the market? So is the bear heading for the door or...." (read more)
  
  
• February 28, 2009 Update - We want to first take a moment to share with you that we were selected for San Diego Magazine’s list of Five Star Wealth Managers. This selection includes less than three percent of the wealth managers in the San Diego area and selected managers who scored highest in client satisfaction. (The award is based on a...." (read more)
  
  
• February 3, 2009 Update - Moving forward, it’s no longer "President-elect" Obama and we are beginning to get a glimpse or two of the new administration and the 111th Congress. So far, the big things still feel the same..." (read more)
  
  
• January 14, 2009 Update – It’s no secret that 2008 was one of the most challenging years anyone with any history in the stock or bond market – whether a long time or short – has ever experienced! But as difficult as it’s been, it is not without precedent. We’ve been here before and, in the past, have always eventually recovered and enjoyed new periods of prosperity. Though no one can guarantee..." (read more)